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Setup a new user ID in Business Platform (BP)
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Enter a User ID:
Use the Merchant ID (MID) with “IL” at the end to create the ID, for example 123456789IL.
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Enter a User Name:
Use the DBA name listed in the Contact Nm field under 1. Merchant Information, ie. ACME.
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Enter an Email Address:
Choose a User Email address listed in 1. Merchant Information.
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Click Submit.
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Set up a new payment method in NetSuite.
Navigate: NetSuite → Setup → Accounting → Accounting Lists
In the Filters section under Type use the dropdown to select Payment Method then select New.
On the Payment Method screen name the payment method something that the merchant will recognize, for example “Link to Pay”.
Under Type, use the dropdown to set the type to External Checkout.
Under Associate Payment Processing Profiles, use the dropdown to highlight the associated processing profile for Link to Pay.
Click Save.
Once the Payment Method and the new user ID have been created you are ready to set up the configuration of the Link to Pay. To do this, type in “MerchantE Link to Pay Config” in the search box.
On the Global Search: Results you will see MerchantE Link to Pay Config. Click Edit.
On the MerchantE Link to Pay Config List screen click New MerchantE Link to Pay Config.
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On the MerchantE Link to Pay Config, screen enter details in all required fields.
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Name - Enter a name for the configuration. For example, Link to Pay.
Subsidiary - Select the subsidiary of the merchant.
Merchant Tax ID - Enter the appropriate Tax ID. This is for L2/L3 data.
NS Profile ID - Add internal ID associated to the NS payment profile.
Merchant Profile ID - Enter the MerchantE Profile ID from the Business Portal.
Is Default - Enable to make all invoices under this subsidiary have the same Link to Pay link.
Test Mode - Enabled the endpoints used will be test endpoints.
Payment Method - Choose the Link to Pay payment method you just set up.
Allow Custom Payment Amount - Enable if you want to give your customers the flexibility to choose payment amount on future invoices.
Do Not Auto-Apply Statement Payment - Enable to prevent payments from being automatically applied.
MerchantE General Token Payment Method - Select a payment method.
ME Payment Card Token Payment Method - Select a payment method.
Click Save.
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Email Templates
MerchantE Link to Pay utilizes the Advanced PDF/HTML Templates feature in NetSuite. This feature supports more customization capabilities than other template options you might know, such as Transaction Form Layouts (also known as Basic Layouts and Legacy Layouts.)
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